Class 5 – Chapter 12 and 8 (Proposals and Formal Reports, Delivering Unfavourable News)
Proposals
Persuade the reader
Ask for action, business, or funding
Strength, confidence, credibility
Direct approach
To whom is a request for proposal typically issued?
Companies and organizations wishing to receive bids on specific projects
What is not true of proposals?
They are distributed internally only
Elements of Formal Proposals
Front Matter:
Copy of RFP (Request For Proposal)
Cover letter/letter of transmittal
Executive summary or Abstract
Title page
Table of contents
List of figures/tables/illustrations
Body:
Introduction
Background or Problem Statement
Detailed proposal and method
Schedule
Budget or cost analysis
Staffing
Authorization
Benefits and conclusion
Back Matter:
Appendix
References
Which term refers to a detailed document requesting proposals and bids on specific projects?
Request for proposal
What is the greatest challenge of unsolicited proposals?
, Convincing readers that a problem exists
What does an effective informal proposal not do?
Provide vague statements
An informal proposal does not need to:
Summary
How do formal proposals differ from informal proposals?
They can obtain additional elements
What is not optional front matter for a formal proposal?
Appendices
What is an example of back matter in a formal proposal?
References
What is not included in the proposal section of informal proposals?
The list of graphics in the proposal
Why would you write a proposal?
A proposal is written in response to a request for a proposal, or it is written to convince the
reader that there is a problem that needs to be fixed or a change that needs to be
implemented.
Identify the elements of informal proposals.
Include introduction; background; proposal, method, and schedule; costs and budget;
staffing and qualifications; benefits; and request for authorization.
Identify the elements of formal proposals.
Include introduction, background or problem statement, proposal and method, schedule,
budget or cost analysis, staffing, authorization, and benefits and conclusion. They may also
include front matter material like a copy of the RFP, cover letter/letter of transmittal, abstract
or summary, title page, table of contents, and list of tables/figures/illustrations. Back matter of
formal proposals can include appendices and references.
*** An element that is optional in an informal proposal is : an abstract or summary. Informal
proposals contain an introduction; background; proposal, method, and schedule; costs and
budget; staffing and qualifications; benefits; and request for authorization
*** An external proposal is issued to governmental or private industry clients outside an
organization to try to generate income; an internal proposal attempts to convince management
to spend money or implement plans to improve the organization
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